Invesco Zacks Multi-Asset Income ETF
CVY
50 hedge funds and large institutions have $24M invested in Invesco Zacks Multi-Asset Income ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 13 closing their positions.
4.61% less ownership
Funds ownership: 17.92% → 13.3% (-4.6%)
15% less funds holding
Funds holding: 59 → 50 (-9)
22% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 18
54% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 13
56% less capital invested
Capital invested by funds: $54.5M → $24M (-$30.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.37M |
| 2 |
Morgan Stanley
New York
|
+$482K |
| 3 |
TSS
Two Sigma Securities
New York
|
+$371K |
| 4 |
Jane Street
New York
|
+$360K |
| 5 |
HFA
High Falls Advisors
Rochester,
New York
|
+$224K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$12.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.58M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$463K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$327K |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$295K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFN
51
Focus Financial Network
Minneapolis,
Minnesota
| – | -$295K | -12,613 | Closed |
|
|
LWAC
52
Laurel Wealth Advisors (California)
Solana Beach,
California
| – | -$275K | -11,727 | Closed |
|
|
LW
53
Linscomb Wealth
Houston,
Texas
| – | -$240K | -10,239 | Closed |
|
|
CRWM
54
Castle Rock Wealth Management
Walnut Creek,
California
| – | -$229K | -10,100 | Closed |
|
|
BRWA
55
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$210K | -8,937 | Closed |
|
56
Truist Financial
Charlotte,
North Carolina
| – | -$209K | -8,900 | Closed |
|
|
BAM
57
Belpointe Asset Management
Reno,
Nevada
| – | -$136K | -5,820 | Closed |
|
|
AP
58
Americana Partners
Houston,
Texas
| – | -$119K | -5,122 | Closed |
|
59
William Blair & Company
Chicago,
Illinois
| – | -$18K | -750 | Closed |
|
|
IF
60
Ironwood Financial
Tucson,
Arizona
| – | -$2K | -90 | Closed |
|
|
PFGIA
61
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$2K | -80 | Closed |
|
62
Citigroup
New York
| – | +$100 | +5 | New |
|
CVY Hedge Fund Activity: Q1 2020 in Review
50 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Multi-Asset Income ETF (CVY) for Q1 2020, worth a combined $24M — down 56% from $54.5M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of CVY and 6 opened new positions — a net loss of 7 holders — while 18 trimmed existing stakes and 14 added.
The largest buyer was Susquehanna International Group, adding an estimated $3.37M. The largest seller was Bank of America, cutting an estimated $12.2M.
- 50 institutional investors held Invesco Zacks Multi-Asset Income ETF (CVY) as of Q1 2020, down from 59 in Q4 2019.
- Funds reported $24M of Invesco Zacks Multi-Asset Income ETF stock for Q1 2020, down 56% quarter-over-quarter.
- 6 funds opened new Invesco Zacks Multi-Asset Income ETF positions in Q1 2020 and 13 closed out, a net change of -7 holders.
- The largest Invesco Zacks Multi-Asset Income ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $3.37M added.
- The largest Invesco Zacks Multi-Asset Income ETF seller in Q1 2020 was Bank of America, an estimated $12.2M sold.
Based on aggregated 13F filings for Q1 2020.